Institutional Consulting Services

Objective and transparent investment consulting solutions tailored to the specific portfolio goals and long-term mission of each institutional client.

A Dedication to Service

Beacon Pointe consultants are proactive partners who seek to be an extension of a client’s internal staff. They are dedicated to understanding all aspects of the institution’s investment objectives, conveying knowledgeable guidance, and providing exceptional service to a wide array of clientele.  As a fiduciary, Beacon Pointe utilizes a client-focused approach to investment advice intentionally separating the key duties of consultant, custodian, and asset manager, thereby minimizing conflicts of interest and always making decisions in the best interest of clients.

Examine: Understand strategic mission Outline fund objectives Define risk toleranceEstablish: Define fiduciary guidelines Create optimal investment structure Launch investment programExecute: Implement investment processes and procedures Monitor risk management Ongoing proactive advice
Customized Service Offerings 

Beacon Pointe’s Institutional Consulting Services Group emphasizes the importance of process in order to understand each unique client, design a customized strategy, and oversee the investment portfolio. Beacon Pointe partners with clients either in an advisory (non-discretionary) capacity, an outsourced CIO (discretionary) capacity or through a hybrid approach.

Institutional Consulting Services for Insurance Companies
Institutional Consulting Services for Non-Profits and Foundations
Outsourced CIO Services for Institutions
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Connect with our Institutional Consulting Services Team.

We are here to be of service, guiding your organization to best achieve its desired investment goals and objectives.  If you are looking for a trusted partner, please contact us.

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